Ideas & Feature Requests

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  1. User-defined fields

    Add a few user-defined fields so we can add Purchase Order number, board approval date, etc.

    2 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Pick up a new contract from CRM

    We often wind up with a contract that has been negotiated in a series of emails, all of them categorized under a single ”deal” in crm. It would be cool t nbe able to either fully automate the ”won deal to contractzen” or have a ”pick up a new deal from crm.”

    We use Pipedrive and are moving to Hubspot - both have excellent api’s.

    1 vote
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Slack integration for workflow

    I'd like to see Slack integration for workflow. We'd have a Slack board for new contracts and:
    1) When a new contract is entered into ContractZen, a new Slack message in the Slack board and a link to this contract and a small contract summary is put into Slack
    2) When a contract moves from draft to signed, this also results in a change in Slack

    11 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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